AI training · Wealth management

AI for
financial advisors.

A better client experience.

Personalized client communication takes hours. So do meeting prep, market commentary, and plan summaries. The workshop puts those hours back — without the cookie-cutter feel.

Workflows for financial advisors

The six places AI earns its keep for your practice.

Meeting prep

Client meeting briefs from CRM notes — in your firm voice.

Market commentary

Personalized monthly updates. A different version for each client segment.

Plan summaries

Financial plans translated into one-page summaries clients actually read.

Client follow-up

Personal-feeling follow-up after every touch, without copy-pasting templates.

Newsletter content

Monthly newsletter content drafted, not endured.

Onboarding

New-client onboarding docs that match your firm — not a generic template.

BEFORE

Quarterly letters that read the same for every client. Two days of writing, light response.

AFTER

A segmented version for each cohort. Clients reply. Wallet share grows quietly.

The workshop

Four hands-on hours, built around financial advisors.

See full curriculum

HR 101:00:00

Foundations

What AI does — and doesn’t — for your line of work. Which tools are safe for client data, and how to prompt for quality.

HR 201:00:00

Drafting

Email, follow-up, proposals, summaries, marketing — with examples drawn from financial advisors.

HR 301:00:00

Your workflows

Map two of your real workflows together, click-by-click, with your actual work.

HR 401:00:00

Show & plan

Demo one workflow. Build your 90-day plan, ranked by hours saved per week.

Pick a cohort

When can you join us in Mt. Pleasant?

The schedule below is fed from our calendar. Cohorts are released a quarter at a time. Pick one, or join the waitlist for the next.

No financial advisors cohort is on the calendar yet. All are welcome — grab a seat in the current workshop, or join the waitlist and we'll notify you when the next financial advisors cohort opens.

See open seats Join the waitlist

4 hours · half a day · small group · in person. $895 early · $1,000 standard.Or join the next-quarter waitlist

Common questions

For financial advisors.

Is this compliant with my B/D or RIA supervision?

We address compliance and supervision concerns directly. We don't replace your CCO; we make AI use easier to supervise.

Will my clients feel the AI?

Not if it is done right. Class 2 is specifically about voice and personalization.

Is this for solo or team practices?

Both. Private team training is available for 4–20 person firms.

Workshop · Wealth management

Practical AI training built around financial advisors.

Four hands-on hours. Real workflows. Save 10–15% of your week. $895 early · $1,000 standard.